Highlights Higher copper prices will follow in the wake of China's surge in steel demand, which lifted Shanghai steel futures to an all-time high just under 5,200 RMB/MT earlier this month, as building and infrastructure projects…
Special Report
Dear client, Next week, in lieu of our weekly report, I will be hosting a webcast on Tuesday, March 30 at 9:00 am HKT and Tuesday, March 30 at 10:00 am EDT. In the webcast, I will share our outlook on China’s post-pandemic economic…
Special Report
Highlights Given that rising crop yields have been the main vehicle through which global supply of agricultural commodities grew to meet expanding demand, the risks posed to yields due to climate change are non-trivial. The impact of…
Special Report
Highlights As an introduction to a series of BCA Special Reports on the investment consequences of climate change, we review the science around the subject and suggest a framework for analyzing its implications. The scientific…
